Latest Institutional Purchases of Clearwater Analytics Holdings, Inc. (CWAN)
This list provides information on the latest institutional transactions involving Clearwater Analytics Holdings, Inc. (CWAN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.01K+ 6.9% |
$36.1K - $45.3K
|
31.1K
$599K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.01K+ 4.26% |
$36.1K - $45.3K
|
49.2K
$946K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
1.8KNew |
$32.3K - $40.6K
|
1.8K
$34.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.73K+ 39.43% |
$31.1K - $39K
|
6.11K
$118K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.02K+ 189.28% |
$18.4K - $23.1K
|
1.57K
$30.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
791+ 269.05% |
$14.2K - $17.9K
|
1.09K
$20.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
785+ 2.49% |
$14.1K - $17.7K
|
32.3K
$622K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
757New |
$13.6K - $17.1K
|
757
$14.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
675+ 106.13% |
$12.1K - $15.2K
|
1.31K
$25.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
640+ 54.89% |
$11.5K - $14.4K
|
1.81K
$34.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
634+ 0.45% |
$11.4K - $14.3K
|
140K
$2.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
619+ 12.6% |
$11.1K - $14K
|
5.53K
$107K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
583+ 144.31% |
$10.5K - $13.2K
|
987
$19K
|
|
|
Nov 14, 2025
Q3 2025
|
Cim, LLC
|
BUY
|
- |
557+ 0.85% |
$10K - $12.6K
|
66.2K
$1.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
407New |
$7.31K - $9.19K
|
407
$7.83K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
360+ 8.71% |
$6.47K - $8.13K
|
4.49K
$86.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
228+ 9.77% |
$4.1K - $5.15K
|
2.56K
$49.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
211+ 162.31% |
$3.79K - $4.76K
|
341
$6.56K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
188+ 0.98% |
$3.38K - $4.24K
|
19.4K
$374K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
163+ 0.8% |
$2.93K - $3.68K
|
20.4K
$393K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
156+ 25.74% |
$2.8K - $3.52K
|
762
$14.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
150New |
$2.7K - $3.39K
|
150
$2.89K
|
|
|
Nov 14, 2025
Q3 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
135+ 0.14% |
$2.43K - $3.05K
|
94.3K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
111+ 34.37% |
$1.99K - $2.51K
|
434
$8.35K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
101+ 89.38% |
$1.81K - $2.28K
|
214
$4.12K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
76New |
$1.37K - $1.72K
|
76
$1.46K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
61New |
$1.1K - $1.38K
|
61
$1.17K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50+ 50.0% |
$899 - $1.13K
|
150
$2.89K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
34New |
$611 - $767
|
34
$655
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
29New |
$521 - $655
|
29
$558
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
23+ 2.69% |
$413 - $519
|
878
$16.9K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21New |
$377 - $474
|
21
$404
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
19New |
$341 - $429
|
19
$366
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 183.33% |
$198 - $248
|
17
$327
|
|
|
Nov 14, 2025
Q3 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10New |
$180 - $226
|
10
$193
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3+ 5.66% |
$53.9 - $67.7
|
56
$1.08K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
4.86MNew |
$103M - $130M
|
4.86M
$93.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
BUY
|
- |
1.37MNew |
$29.1M - $36.5M
|
1.37M
$26.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
989KNew |
$21M - $26.4M
|
989K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Warburg Pincus LLC
New York, NY |
BUY
|
- |
977KNew |
$20.8M - $26.1M
|
977K
$18.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
457K+ 50.27% |
$9.72M - $12.2M
|
1.37M
$26.3M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
407K+ 82.74% |
$8.65M - $10.9M
|
898K
$17.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
283K+ 6569.77% |
$6.01M - $7.55M
|
287K
$5.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Ftv Management Company, L.P.
San Francisco, CA |
BUY
|
- |
247KNew |
$5.25M - $6.6M
|
247K
$4.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
234K+ 6.11% |
$4.98M - $6.26M
|
4.07M
$78.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
223K+ 10.54% |
$4.74M - $5.95M
|
2.34M
$45M
|
|
|
Aug 14, 2025
Q2 2025
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
125KNew |
$2.66M - $3.34M
|
125K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Divisadero Street Capital Management, LP
Miami, FL |
BUY
|
- |
125KNew |
$2.66M - $3.34M
|
125K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
118K+ 218.39% |
$2.51M - $3.15M
|
172K
$3.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
105K+ 1122.43% |
$2.24M - $2.81M
|
115K
$2.21M
|
|